Lakeshore Financial Planning, Inc.

CIK 0002000571 • 6 13F filings • May 15, 2025 – Jul 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $275.8M85 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$299K	0.1%Prev: 0.1%	1,373 SH	Increased+45 SH
AFLAC INC	COM	$359K	0.1%Prev: 0.2%	3,270 SH	Decreased-528 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.3%	3,695 SH	Increased-652 SH
AMAZON COM INC	COM	$707K	0.3%Prev: 0.2%	3,393 SH	Increased+645 SH
APPLE INC	COM	$9.7M	3.5%Prev: 3.6%	38,137 SH	Increased-373 SH
BANK AMERICA CORP	COM	$349K	0.1%Prev: 0.2%	7,159 SH	Decreased-6,340 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$422K	0.2%Prev: 0.2%	881 SH	Decreased+14 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$351K	0.1%Prev: 0.4%	58,520 SH	Decreased-41,100 SH
CHEVRON CORPORATION	COM	$344K	0.1%	1,662 SH	New
CINCINNATI FINL CORP	COM	$366K	0.1%Prev: 0.1%	2,328 SH	Increased
COCA COLA CO	COM	$809K	0.3%Prev: 0.3%	10,629 SH	Decreased-1,063 SH
COSTCO WHOLESALE CORPORATION	COM	$564K	0.2%	566 SH	New
DELTA AIR LINES INC	COM NEW	$302K	0.1%	4,535 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.5M	1.3%Prev: 1.1%	66,822 SH	Increased+1,865 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.9M	0.7%Prev: 0.7%	26,317 SH	Increased+343 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$33.3M	12.1%Prev: 7.6%	931,589 SH	Increased+333,767 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.1M	2.9%Prev: 2.8%	129,865 SH	Increased+651 SH
DISNEY WALT CO	COM	$211K	0.1%Prev: 0.1%	2,186 SH	Decreased+5 SH
DT MIDSTREAM INC	COMMON STOCK	$386K	0.1%Prev: 0.1%	2,864 SH	Increased-5 SH
DTE ENERGY CO	COM	$861K	0.3%Prev: 0.3%	5,884 SH	Increased+143 SH
EXXON MOBIL CORP	COM	$797K	0.3%Prev: 0.1%	4,699 SH	Increased+2,627 SH
FIFTH THIRD BANCORP	COM	$914K	0.3%Prev: 0.1%	19,674 SH	Increased+12,132 SH
FORD MTR CO	COM	$235K	0.1%Prev: 0.1%	20,394 SH	Increased+3,706 SH
GILEAD SCIENCES INC	COM	$244K	0.1%	1,753 SH	New
GOLDMAN SACHS GROUP INC	COM	$332K	0.1%Prev: 0.1%	392 SH	Increased-43 SH
HOME DEPOT INC	COM	$553K	0.2%Prev: 0.2%	1,680 SH	Decreased+52 SH
INTERNATIONAL BUSINESS MACHS	COM	$235K	0.1%Prev: 0.1%	968 SH	Decreased-69 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.3M	2.6%Prev: 2.9%	37,955 SH	Increased-2,826 SH
INVESCO QQQ TR	UNIT SER 1	$4.4M	1.6%Prev: 1.4%	7,598 SH	Increased+450 SH
ISHARES TR	CORE MSCI TOTAL	$262K	0.1%Prev: 0.1%	3,024 SH	Increased-182 SH
ISHARES TR	CORE S&P MCP ETF	$2.4M	0.9%Prev: 0.9%	36,083 SH	Increased-1,371 SH
ISHARES TR	CORE S&P SCP ETF	$5.0M	1.8%Prev: 1.6%	40,451 SH	Increased+4,555 SH
ISHARES TR	CORE S&P500 ETF	$45.8M	16.6%Prev: 18.5%	70,186 SH	Increased-8,723 SH
ISHARES TR	MSCI EAFE ETF	$589K	0.2%Prev: 0.2%	6,068 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$331K	0.1%Prev: 0.1%	777 SH	Increased-15 SH
ISHARES TR	RUS 1000 VAL ETF	$220K	0.1%	1,028 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.1M	0.7%Prev: 0.7%	8,291 SH	Increased-244 SH
ISHARES TR	RUSSELL 3000 ETF	$3.3M	1.2%Prev: 1.2%	8,897 SH	Increased-282 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	0.9%Prev: 0.5%	22,097 SH	Increased+9,293 SH
ISHARES TR	U.S. TECH ETF	$3.3M	1.2%Prev: 0.1%	18,415 SH	Increased+16,459 SH
ISHARES TR	US INFRASTRUC	$405K	0.1%	7,073 SH	New
JOHNSON & JOHNSON	COM	$502K	0.2%Prev: 0.2%	2,053 SH	Increased-293 SH
JPMORGAN CHASE & CO	COM	$2.5M	0.9%	8,477 SH	New
KIMBERLY-CLARK CORP	COM	$211K	0.1%Prev: 0.1%	2,187 SH	Decreased-184 SH
KLA CORP	COM NEW	$222K	0.1%	151 SH	New
KROGER CO	COM	$227K	0.1%	3,136 SH	New
MCDONALDS CORP	COM	$730K	0.3%Prev: 0.3%	2,348 SH	Decreased-82 SH
META PLATFORMS INC	CL A	$347K	0.1%Prev: 0.2%	606 SH	Decreased-60 SH
MICROSOFT CORP	COM	$7.7M	2.8%Prev: 3.5%	20,791 SH	Decreased-1,393 SH
MONDELEZ INTL INC	CL A	$210K	0.1%Prev: 0.1%	3,649 SH	Decreased-944 SH
NETFLIX INC.	COM	$379K	0.1%	3,940 SH	New
NEXTERA ENERGY INC	COM	$247K	0.1%Prev: 0.1%	2,662 SH	Increased-306 SH
NORTHROP GRUMMAN CORP	COM	$682K	0.2%Prev: 0.2%	1,000 SH	Increased+3 SH
NVIDIA CORPORATION	COM	$757K	0.3%Prev: 0.2%	4,343 SH	Increased+627 SH
ORACLE CORP	COM	$290K	0.1%Prev: 0.1%	1,972 SH	Increased-40 SH
PEPSICO INC	COM	$249K	0.1%Prev: 0.1%	1,600 SH	Increased+156 SH
PFIZER INC	COM	$286K	0.1%Prev: 0.1%	10,186 SH	Increased-99 SH
PGIM ETF TR	AAA CLO ETF	$1.1M	0.4%Prev: 0.4%	21,595 SH	Increased+1,893 SH
PGIM ETF TR	PGIM ULTRA SH BD	$38.1M	13.8%Prev: 14.6%	768,939 SH	Increased+62,319 SH
PGIM ETF TR	SHRT DUR HGH YLD	$994K	0.4%	20,047 SH	New
PHILIP MORRIS INTL INC	COM	$256K	0.1%Prev: 0.1%	1,547 SH	Increased
PROCTER & GAMBLE CO	COM	$429K	0.2%	2,968 SH	New
ROBINHOOD MKTS INC	COM CL A	$426K	0.2%	6,150 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.6M	4.2%Prev: 6.4%	379,709 SH	Decreased-173,630 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$201K	0.1%	1,840 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$21.3M	7.7%	431,723 SH	New
SEMPRA	COM	$368K	0.1%Prev: 0.1%	3,789 SH	Increased-139 SH
SOFI TECHNOLOGIES INC	COM	$1.5M	0.5%Prev: 0.3%	92,277 SH	Increased+38,562 SH
SOUTHERN CO	COM	$804K	0.3%Prev: 0.3%	8,334 SH	Increased+221 SH
SPDR GOLD TR	GOLD SHS	$235K	0.1%	547 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$208K	0.1%	2,713 SH	New
STARBUCKS CORP	COM	$210K	0.1%Prev: 0.1%	2,340 SH	Decreased+48 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$438K	0.2%	673 SH	New
TARGET CORP	COM	$206K	0.1%	1,701 SH	New
TESLA INC	COM	$233K	0.1%	626 SH	New
TRACTOR SUPPLY CO	COM	$218K	0.1%Prev: 0.1%	4,805 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.4M	6.7%Prev: 7.9%	30,803 SH	Decreased-6,000 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$235K	0.1%Prev: 0.1%	4,710 SH	Decreased-49 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$365K	0.1%Prev: 0.1%	1,695 SH	Increased+628 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$239K	0.1%	1,615 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$15.4M	5.6%Prev: 5.7%	56,591 SH	Increased+5,101 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$609K	0.2%Prev: 0.1%	1,657 SH	Increased+936 SH
VISA INC	COM CL A	$245K	0.1%Prev: 0.1%	810 SH	Decreased-32 SH
WALMART INC	COM	$379K	0.1%Prev: 0.1%	3,051 SH	Increased+404 SH
WASTE MGMT INC DEL	COM	$466K	0.2%Prev: 0.2%	2,029 SH	Increased+62 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $327K
COMERICA INC — $428K
CONIFER HLDGS INC — $5K
COSTCO WHSL CORP NEW — $532K
ELI LILLY & CO — $215K
EQUIFAX INC — $206K
ISHARES TR — $245K
JPMORGAN CHASE & CO. — $2.1M
PROCTER AND GAMBLE CO — $497K
ROCKET COS INC — $128K
SELECT SECTOR SPDR TR — $20.4M
SPDR S&P 500 ETF TR — $379K
UNITEDHEALTH GROUP INC — $346K
VERIZON COMMUNICATIONS INC — $210K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004495	—	View
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000989	$279.9M	View
Nov 14, 2025